Salesforce bulk data ops skill

salesforce-bulk-data-ops-skill

Pure-generation T0 skill that produces production-safe scripts for bulk Salesforce data operations. Outputs both:

1. Data Loader CSV transformation templates — ready-to-use column mappings and example CSV structures for the Salesforce Data Loader
2. Anonymous Apex scripts — safe for sf apex run --file in sandbox, with bulkification, error queues, partial success handling, and audit logging built in

Nothing is executed by this skill. Execution requires human review, sandbox dry-run via salesforce-deployment-validator-skill, and production approval via salesforce-live-guard-agent.

When This Skill Owns the Task

Use salesforce-bulk-data-ops-skill when the work is to generate the script or template for a bulk data operation:

• "Generate an Apex script to reassign all Opportunities from user A to user B"
• "Write a Data Loader CSV template to bulk update the Account rating field"
• "Create an Anonymous Apex script to close stale Opportunities older than 90 days"
• "Generate a deduplication script using the MergeOpportunities pattern"
• "Write a batch script to deactivate inactive Contacts"
• "Build a lead conversion script for marketing-qualified leads"

Delegate elsewhere when:

Situation	Skill to use
Single record lookup or spot update	salesforce-soql-explorer-skill → handoff
Permanent hard-delete of records	T3 prohibited — route to salesforce-live-guard-agent
Schema changes (add/remove fields)	salesforce-metadata-fetcher-skill
Sandbox dry-run execution of generated scripts	salesforce-deployment-validator-skill
Production approval for execution	salesforce-live-guard-agent
Field mapping for migration CSV	salesforce-field-mapping-skill

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Required Context to Gather First

Before generating any bulk script, confirm:

1. Operation type — update, upsert, merge/deduplicate, or soft-delete. Never hard-delete (T3 prohibited).
2. Target object — standard (Account, Opportunity, Contact, Lead) or custom (Custom_Object__c).
3. Filter criteria — which records should be affected? Be specific (date range, owner, status field value, etc.)
4. Volume estimate — approximately how many records? Determines batching strategy (Apex batch classes vs. one-shot anonymous Apex).
5. Key field for targeting — what uniquely identifies the records? (Owner Id, Status, Age, External ID)
6. Rollback plan — has the user confirmed they have a backup or can use the Recycle Bin? Field History Tracking status?
7. Sandbox first — confirm the user will run in sandbox before production. Explicit warning required for production-bound scripts.
8. Audit logging requirement — should the script log changes to a custom audit object?

If any critical context is missing for the specific operation, ask before generating.

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Recommended Workflow

Step 1 — Classify the operation and select the right template

Operation	Recommended approach
Owner reassignment (< 10k records)	Anonymous Apex with Database.update + allOrNone=false
Owner reassignment (> 10k records)	Apex Batch class
Mass field update (< 10k records)	Anonymous Apex OR Data Loader Update
Mass field update (> 10k records)	Data Loader Update with CSV OR Apex Batch
Deduplication / merge	Anonymous Apex using Database.merge (limit 3 records per merge call)
Bulk close stale records	Anonymous Apex with date filter and Database.update
Contact deactivation	Anonymous Apex (no delete — soft-deactivate via HasOptedOutOfEmail and custom status field)
Lead conversion	Anonymous Apex using Database.convertLead

Step 2 — Generate the backup strategy

Before generating the execution script, generate the backup query:

// Backup: export records before modification
List<Opportunity> backupRecords = [
    SELECT Id, OwnerId, StageName, CloseDate, Amount
    FROM Opportunity
    WHERE <your_filter>
    LIMIT 10000
];
// Export this list to CSV before running the update script
System.debug(JSON.serialize(backupRecords));

Include a Data Loader SELECT template to export the affected records before modification.

Step 3 — Generate the Apex script with safety patterns

Apply these mandatory patterns in every Apex script:

• Chunk records into batches of 200 (Apex DML limit)
• Use Database.update(records, false) (allOrNone=false for partial success)
• Collect and log errors from Database.SaveResult[]
• Do not perform DML inside loops
• Use governor-limit-safe chunking for large volumes

Step 4 — Add audit logging

For every script that mutates records, add an audit log:

// Audit log pattern
List<Bulk_Op_Log__c> auditEntries = new List<Bulk_Op_Log__c>;
for (Database.SaveResult sr : results) {
    if (!sr.isSuccess) {
        auditEntries.add(new Bulk_Op_Log__c(
            Operation__c = 'MassOwnerReassign',
            Record_Id__c = sr.getId,
            Error_Message__c = sr.getErrors[0].getMessage,
            Timestamp__c = DateTime.now
        ));
    }
}
if (!auditEntries.isEmpty) {
    Database.insert(auditEntries, false);
}

Step 5 — Generate Data Loader template if requested

Produce a Data Loader–ready CSV header row and example data row for the operation. Include the Id column and the fields being updated.

Step 6 — Emit structured output with T2/T3 caveats

Include explicit execution pathway guidance in the output.

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Quality Scoring Rubric (100-point)

Score every output before emitting. Threshold: 85+ ship, 70–84 ship with caveat, below 70 reject and revise.

Dimension	Points	What earns full marks
Bulkification	25	No DML inside loops; records chunked to 200 per batch; collection-based update pattern used
Error queue / partial success handling	20	Database.update with allOrNone=false; SaveResult[] iterated; failed records collected and logged; script continues after partial failure
Idempotency	15	Script can be safely re-run without double-applying changes; uses a status field or processed flag; duplicate detection included
Null handling	15	All field accesses null-guarded; SOQL WHERE clause handles null fields; no NullPointerException risk
Audit logging	15	Every failure logged with record ID and error message; success count logged; custom audit object or System.debug used
Rollback strategy	10	Backup SOQL query provided; Recycle Bin / Field History notes included; hard-delete refused with T3 note

Scoring penalties:

• DML inside a loop: -30 (automatic reject and revision required)
• allOrNone=true on a bulk operation: -20
• No backup query provided: -15
• Hard-delete operation generated: automatic reject (T3 prohibited)
• Script will fail on null field access: -15 per unguarded access

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T0 Contract / T2 Execution Note

This skill is static-review (T0) only:

• No Salesforce org connection required or permitted.
• No CLI commands are executed.
• Generated scripts are text only — not executed by this skill.

T2 Dry-Run Execution Path

1. Review generated script with your admin team.
2. Run in sandbox using sf apex run --file <script.apex> --target-org <sandbox-alias> via salesforce-deployment-validator-skill.
3. Verify results in sandbox before proceeding.
4. For production execution: route to salesforce-live-guard-agent for human-approval workflow.

T3 Prohibition

Hard-deletes (Database.delete followed by Database.emptyRecycleBin, or DELETELIST in Data Loader) are T3 prohibited. This skill will not generate hard-delete scripts. All delete patterns use Salesforce native soft-delete (Recycle Bin).

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Refusal Triggers

Stop and decline if:

• The request is to generate a hard-delete script (emptyRecycleBin, DELETELIST without recycle bin). Explain T3 prohibition.
• The request is to execute the script directly on a production org (route to salesforce-live-guard-agent).
• The operation involves ModifyAllData bypass for a specific user context (flag as security concern).
• The target volume exceeds 1M records in an anonymous Apex context (recommend Apex Batch class or Data Loader scheduled job instead).
• The operation would permanently destroy personally identifiable information without a documented retention policy (requires compliance review before generating the script).

---

Output Format

verdict: "ship | ship-with-caveat | reject"
quality_score: <0-100>
quality_notes: "<what drove the score>"

operation_summary:
  operation_type: "<owner_reassign|mass_field_update|deduplication|bulk_close|deactivate|lead_conversion>"
  target_object: "<SObjectApiName>"
  estimated_volume: "<user-provided estimate>"
  approach: "<anonymous_apex|apex_batch|data_loader>"

backup_query:
  description: "Export these records before running the script"
  soql: "<SELECT fields FROM Object WHERE filter>"
  data_loader_export_template: "<comma-separated API names for Data Loader export>"

apex_script:
  description: "<what the script does>"
  execution_command: "sf apex run --file <script.apex> --target-org <sandbox-alias>"
  code: |
    <apex script text>

data_loader_template:
  description: "<what the template is for>"
  operation: "<update|upsert|insert>"
  csv_header_row: "<comma-separated API names>"
  example_data_row: "<example values>"
  notes: "<any special Data Loader config notes>"

audit_pattern:
  included_in_script: <true|false>
  audit_object: "<Bulk_Op_Log__c or System.debug>"
  captures: ["record_id", "error_message", "timestamp"]

rollback_strategy:
  recycle_bin_recoverable: <true|false>
  field_history_tracked_fields: "<list if known>"
  manual_rollback_steps: "<step-by-step if recycle bin is insufficient>"
  backup_query_included: <true|false>

execution_pathway:
  step_1: "Review generated script with admin team"
  step_2: "Run in sandbox via salesforce-deployment-validator-skill"
  step_3: "Verify results in sandbox"
  step_4: "Route to salesforce-live-guard-agent for production approval"

t2_t3_notes:
  t2_sandbox_required: true
  t3_prohibited: "<hard-delete prohibited; this script uses soft-delete only>"
  production_approval_required: true

assumptions:
  - "<explicit list of assumptions made>"

---

Redaction Rules

This is a T0 generation skill with no live org connection. Apply:

1. Never emit actual Salesforce record IDs in generated scripts — use placeholder IDs (e.g., '005Xx000001REPLACE') and label them clearly as placeholders.
2. Do not embed real User IDs, Profile IDs, or Role IDs in scripts — use a SOQL sub-query to look them up dynamically:

   Id targetOwnerId = [SELECT Id FROM User WHERE Username = :targetUsername LIMIT 1].Id;
   

3. If the user pastes sample data containing real record IDs, do not reproduce them in the generated script or output.

---

Handoff Rules

Situation	Hand off to
Sandbox dry-run execution	salesforce-deployment-validator-skill
Production approval for execution	salesforce-live-guard-agent
Field mapping for the CSV template	salesforce-field-mapping-skill
Query to identify target records first	salesforce-soql-explorer-skill
Apex code review before execution	salesforce-apex-lwc-code-review-skill

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Stop Conditions

• Request includes hard-delete (emptyRecycleBin) — stop, explain T3 prohibition, suggest soft-delete with a custom Is_Deleted__c flag.
• Generated script would execute more than 10,000 DML operations in a single anonymous Apex run — stop, require switch to Apex Batch class pattern.
• Operation involves Schema changes (add/remove fields, change field type) — stop, route to salesforce-metadata-fetcher-skill then salesforce-data-architecture-agent.
• User requests that the script be run directly on production org without sandbox dry-run — stop and require sandbox validation first.

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Security Notes

• T0 static generation only: No org connection, no CLI execution, no MCP calls.
• Soft-delete only: Hard-deletes are T3 prohibited. All delete patterns produce Recycle Bin–recoverable deletes.
• allOrNone=false required: All bulk DML uses partial success mode to prevent all-or-nothing failures on large datasets.
• Sandbox-first mandatory: Every generated script includes an explicit note that sandbox dry-run is required before production execution.
• No hardcoded IDs in scripts: User IDs and record IDs are always looked up dynamically via SOQL to avoid stale ID references across sandbox/production environments.
• Audit logging included: Every script includes error logging to either a custom audit object or System.debug output.

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Reference File Index

File	When to read
references/data-loader-templates.md	Data Loader operation templates with CSV patterns
references/anonymous-apex-patterns.md	Database.update with allOrNone=false, error collection, batching
references/rollback-strategy.md	Backup patterns, soft-delete vs. hard-delete, Field History, Recycle Bin